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Observatory · observe first
Franklin Resources
BEN · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.
Historical time machine
Historical observation
20182026
Universe weight
0.032%
12M weight contribution
-0.030 pp
3M weight contribution
-0.012 pp
12M price return
+9.6%
Share of matched S&P 500 members
Monthly observations through Jan 2021
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Jan 2021 | $13.3bn | 0.032% | -0.030 pp | +9.6% | Yes |
| Dec 2020 | $12.6bn | 0.051% | -0.012 pp | +1.5% | Yes |
| Nov 2020 | $11.1bn | 0.047% | -0.022 pp | -15.7% | Yes |
| Oct 2020 | $9.3bn | 0.044% | -0.028 pp | -28.3% | Yes |
| Sep 2020 | $10.1bn | 0.000% | -0.077 pp | -25.7% | No |
| Aug 2020 | $10.4bn | 0.000% | -0.072 pp | -15.9% | No |
| Jul 2020 | $10.4bn | 0.000% | -0.087 pp | -32.3% | No |
| Jun 2020 | $10.4bn | 0.000% | -0.095 pp | -37.6% | No |
| May 2020 | $9.3bn | 0.000% | -0.094 pp | -38.1% | No |
| Apr 2020 | $9.3bn | 0.052% | -0.046 pp | -43.2% | Yes |
| Mar 2020 | $8.3bn | 0.000% | -0.097 pp | -47.4% | No |
| Feb 2020 | $10.8bn | 0.000% | -0.096 pp | -30.9% | No |
| Jan 2020 | $12.6bn | 0.062% | +0.012 pp | -11.5% | No |
| Dec 2019 | $12.9bn | 0.063% | +0.009 pp | -9.3% | No |
| Nov 2019 | $13.7bn | 0.069% | +0.011 pp | -16.1% | No |
| Oct 2019 | $13.9bn | 0.072% | +0.018 pp | -6.6% | No |
| Sep 2019 | $14.5bn | 0.077% | +0.026 pp | -1.9% | No |
| Aug 2019 | $13.2bn | 0.072% | +0.018 pp | -14.5% | No |
| Jul 2019 | $16.4bn | 0.087% | -0.018 pp | -1.8% | No |
| Jun 2019 | $17.7bn | 0.095% | -0.010 pp | +12.1% | Yes |
| May 2019 | $16.2bn | 0.094% | -0.016 pp | -2.2% | Yes |
| Apr 2019 | $17.6bn | 0.098% | -0.014 pp | +6.1% | Yes |
| Mar 2019 | $16.9bn | 0.097% | -0.020 pp | -1.4% | Yes |
| Feb 2019 | $16.6bn | 0.096% | -0.032 pp | -5.6% | Yes |
Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.